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Matching slides 39,432
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26,881-26,910 of 39,432
01
This is the cover page of an activist investor letter.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Situation & ContextLoop · Pre Mortem1 hit
02
The slide uses a 'villain' narrative style, attributing poor performance to management's execution and acquisition strategy.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Situation & ContextLoop · Zoom In1 hit
03
Includes a waterfall-style chart comparing pre-acquisition EV + capital spent vs current EV, and a quote from the CEO to highlight failed strategic promises.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Zoom In1 hit
04
Uses a combination of revenue/margin trends and EPS guidance waterfall charts to demonstrate management's lack of visibility and poor performance.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Zoom In1 hit
05
The slide uses quotes from management to establish a baseline of intent, then uses a bar chart to demonstrate that the stated goals are insufficient compared to peers.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Zoom In1 hit
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Includes footnotes regarding data sources and calculation methodology for Magellan's multiple.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Pre Mortem1 hit
07
This page serves as a transition to the detailed nominee biographies.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Pre Mortem1 hit
08
Page number 8 at the bottom.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Pre Mortem1 hit
09
Page 9 of a shareholder letter.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Pre Mortem1 hit
01
The letter establishes the activist investor's narrative regarding Box's underperformance and alleged governance failures.Box, Inc. (BOX) · Peter A. Feld
Shareholder letter Activist investor Beat · Situation & Context1 hit
02
This is a text-heavy page from a shareholder letter, likely part of a proxy contest.Box, Inc. (BOX) · Peter A. Feld
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · The Reveal1 hit
03
This is a text-heavy page from a shareholder letter, likely part of a proxy contest.Box, Inc. (BOX) · Peter A. Feld
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · The Reveal1 hit
04
This is a text-heavy page from a shareholder letter, functioning as a direct response to management's proxy materials.Box, Inc. (BOX) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · The Reveal1 hit
05
This is a page from a shareholder letter, specifically the closing signature page.Box, Inc. (BOX) · Peter A. Feld
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit
01
This is the first page of a shareholder letter; it establishes the activist investor's position and history with the company.Box, Inc. (BOX) · Peter A. Feld
Shareholder letter Activist investor Beat · Situation & ContextLoop · Cost Of Inaction1 hit
02
This is a page from a shareholder letter, likely from an activist investor (Starboard).Box, Inc. (BOX) · Peter A. Feld
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
03
Page 3 of a shareholder letter.Box, Inc. (BOX) · Peter A. Feld
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
02
This is the final page of a shareholder letter, including a signature and a transition note to the appendix.Corteva, Inc. (CTVA) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
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Corteva, Inc. (CTVA)Corteva, Inc. (CTVA) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
04
Page number 4 at the bottom.Corteva, Inc. (CTVA) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
01
This is the first page of an activist investor letter.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & Context1 hit
03
This is a text-heavy page from a shareholder letter, likely part of an activist investor campaign.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & Complication1 hit
04
The slide uses a 'before-after' comparison of performance metrics followed by a 'valuation bridge' calculation to isolate the value of the underperforming asset.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & Complication1 hit
05
This is a text-heavy shareholder letter page advocating for strategic divestiture and operational changes.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & Approach1 hit
06
The slide uses a comparison table to highlight Dollar Tree's outlier status regarding pricing strategy, then provides a narrative argument for moving away from the $1.00 price point.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & Approach1 hit
07
The slide uses a quote from a Q3 earnings call to preemptively rebut management's concerns about supply chain capabilities.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
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The slide uses a comparative analysis of Dollarama's historical performance to justify a valuation upside for Dollar Tree.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
09
Includes a SOTP (sum-of-the-parts) reference in the final bullet point.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
10
The slide uses external analyst sentiment to validate the activist's thesis regarding the destruction of value from the Family Dollar acquisition.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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Page 11 of a shareholder letter.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit